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Holdings (Monthly) Guide ↗

Catholic Responsible Investments Magnus 60/40 Alpha Plus Fund

· Catholic Responsible Investments Funds
Monthly Holdings $1.6B AUM 9 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 CRI MULTI-STYLE US EQUITY FUND 14919E795 Apr 2024 31,346,370 $385.9M 24.13% EC
2 CRI BOND FUND 14919E845 Apr 2024 36,061,679 $308.7M 19.30% EC
3 CRI EQUITY INDEX FUND 14919E829 Apr 2024 16,991,206 $246.9M 15.44% EC
4 CRI INTERNATIONAL FUND 14919E779 Apr 2024 16,883,111 $198.9M 12.44% EC
5 CRI OPPORTUNISTIC BOND FUND 14919E852 Apr 2024 16,391,947 $153.6M 9.61% EC
6 CRI SHORT DURATION BOND FUND 14919E878 Apr 2024 15,721,166 $153.1M 9.58% EC
7 CRI SMALL-CAP FUND 14919E761 Apr 2024 9,529,342 $101.2M 6.33% EC
8 CRI INTERNATIONAL SMALL-CAP FUND 14919E753 Apr 2024 4,233,827 $49.9M 3.12% EC
9 BROWN BROTHERS HARRIMAN SWEEP INTEREST N/A Apr 2024 1,066,682 $1.1M 0.07% STIV